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iShares US Broker-Dealers & Securities Exchanges ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$176K +$51.9K +585 +44%
MPCG
52
Matrix Private Capital Group
New York
$142K -$53.7K -605 -28%
BDWM
53
Brewin Dolphin Wealth Management
Ireland
$138K
CFA
54
Carroll Financial Associates
North Carolina
$100K +$96.3K +1,086 New
HI
55
Harbour Investments
Wisconsin
$92K +$89K +1,003 New
Citigroup
56
Citigroup
New York
$63K
GRP
57
Global Retirement Partners
California
$52K +$23.2K +261 +87%
SFS
58
Sowell Financial Services
Arkansas
$20K
BW
59
Bison Wealth
Georgia
$13K
S
60
SignatureFD
Georgia
$12K
COCM
61
Charter Oak Capital Management
New Hampshire
$11K +$10.7K +121 New
CAAS
62
Capital Asset Advisory Services
Michigan
$9K
APA
63
American Portfolios Advisors
New York
$7.37K +$7.1K +80 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$6K
IAIM
65
International Assets Investment Management
Florida
$5K
KFS
66
Kelly Financial Services
Massachusetts
$3.48K
AWA
67
Arkadios Wealth Advisors
Georgia
$3K
TRCT
68
Tower Research Capital (TRC)
New York
$2K
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$1K +$1.33K +15 New
CS
70
Credit Suisse
Switzerland
-$1.3M -16,290 Closed
LGA
71
Lebenthal Global Advisors
New York
-$15K -200 Closed
MCM
72
McMillion Capital Management
North Carolina
-$15K -190 Closed
PAI
73
Pittenger & Anderson Inc
Nebraska
-$14K -175 Closed
ASN
74
Advisory Services Network
Georgia
-$9K -109 Closed